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Security record · archived quarter

URNM

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
45Tracked holders
0Δ holders
3.23MShares held
$177.55MReported value
+2New positions
−2Exits
Falling 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -7.3% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 840 $39,691 n/a n/a
Q2 2026 46 -3 3.74M $196.43M +2 −6
Q1 2026 51 +6 4.14M $261.10M +10 −4
Q4 2025 45 0 3.23M $177.55M +2 −2
Q3 2025 7 +1 887.72K $53.65M +1 n/a
Q2 2025 3 0 263.02K $12.61M n/a n/a
Q1 2025 2 0 335.37K $10.88M n/a n/a
Q4 2024 2 -1 186.06K $7.50M n/a −1
Q3 2024 3 0 346.62K $15.90M n/a n/a
Q2 2024 3 n/a 348.27K $17.15M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 442.39K -7.2% $24.28M 0.0% ▼ Trim 2 SEC ↗ ×3
2 Susquehanna International Group, Llp 391.03K n/a $21.46M 0.0% n/c 1 SEC ↗
3 UBS Group AG 306.71K n/a $16.84M 0.0% n/c 1 SEC ↗ ×3
4 LPL Financial LLC 276.25K n/a $15.16M 0.0% n/c 1 SEC ↗
5 HighTower Advisors, LLC 255.23K n/a $14.01M 0.0% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 169.05K n/a $9.28M 0.0% n/c 1 SEC ↗ ×4
7 Osaic Holdings, Inc. 163.59K n/a $8.98M 0.0% n/c 1 SEC ↗ ×3
8 Commonwealth Equity Services, Llc 129.48K n/a $7.11M 0.0% n/c 1 SEC ↗
9 Jane Street Group, Llc 128.76K n/a $7.07M 0.0% n/c 1 SEC ↗ ×2
10 Royal Bank Of Canada 120.52K n/a $6.62M 0.0% n/c 1 SEC ↗ ×4
11 Raymond James Financial Inc 116.05K n/a $6.37M 0.0% n/c 1 SEC ↗ ×2
12 Goldman Sachs Group ✦ 88.83K -20.8% $4.88M 0.0% ▼ Trim 2 SEC ↗ ×2
13 Cetera Investment Advisers 87.14K n/a $4.78M 0.0% n/c 1 SEC ↗
14 Millennium Management ✦ 73.01K +19.1% $4.01M 0.0% ▲ Add 2 SEC ↗
15 Simplex Trading, Llc 70.75K n/a $3.88M 0.1% n/c 1 SEC ↗
16 IMC-Chicago, LLC 65.81K n/a $3.61M 0.1% n/c 1 SEC ↗
17 Stifel Financial Corp 65.74K n/a $3.61M 0.0% n/c 1 SEC ↗ ×4
18 Envestnet Asset Management Inc 44.80K n/a $2.46M 0.0% n/c 1 SEC ↗
19 Mml Investors Services, Llc 44.28K n/a $2.43M 0.0% n/c 1 SEC ↗
20 Bank Of Montreal /Can/ 25.89K n/a $1.42M 0.0% n/c 1 SEC ↗ ×3
21 D. E. Shaw & Co. ✦ 20.16K New $1.11M 0.0% New 1 SEC ↗
22 Hrt Financial Lp 16.33K n/a $896,000 0.0% n/c 1 SEC ↗
23 Northwestern Mutual Wealth… 15.19K n/a $833,640 0.0% n/c 1 SEC ↗
24 Rockefeller Capital Management L.P. 15.13K n/a $830,361 0.0% n/c 1 SEC ↗
25 Pnc Financial Services Group, Inc. 12.85K n/a $705,117 0.0% n/c 1 SEC ↗ ×3
26 Mariner, LLC 12.01K n/a $659,105 0.0% n/c 1 SEC ↗
27 Truist Financial Corp 9.48K n/a $520,577 0.0% n/c 1 SEC ↗ ×2
28 Barclays Plc 9.35K n/a $513,386 0.0% n/c 1 SEC ↗
29 Corient Private Wealth LP 9.34K n/a $512,731 0.0% n/c 1 SEC ↗ ×2
30 Cerity Partners LLC 9.00K n/a $494,010 0.0% n/c 1 SEC ↗
31 Cibc World Market Inc. 8.08K n/a $443,292 0.0% n/c 1 SEC ↗
32 Nomura Asset Management Co Ltd 5.97K n/a $327,474 0.0% n/c 1 SEC ↗
33 National Bank Of Canada /Fi/ 5.18K n/a $284,385 0.0% n/c 1 SEC ↗ ×2
34 JPMorgan Chase ✦ 4.67K -81.3% $256,556 0.0% ▼ Trim 2 SEC ↗ ×2
35 Focus Partners Wealth 4.54K n/a $249,453 0.0% n/c 1 SEC ↗
36 Wells Fargo & Company/Mn 4.03K n/a $221,207 0.0% n/c 1 SEC ↗ ×2
37 AQR Capital Management ✦ 3.90K New $214,071 0.0% New 1 SEC ↗
38 Us Bancorp \De\ 2.80K n/a $153,692 0.0% n/c 1 SEC ↗ ×2
39 Fifth Third Bancorp 550 n/a $30,190 0.0% n/c 1 SEC ↗
40 Fidelity (FMR) ✦ 375 +9.7% $20,566 0.0% ▲ Add 3 SEC ↗
41 Zurcher Kantonalbank (Zurich… 137 n/a $7,513 0.0% n/c 1 SEC ↗
42 Assetmark, Inc 77 n/a $4,227 0.0% n/c 1 SEC ↗
43 TD Waterhouse Canada Inc. 76 n/a $4,172 0.0% n/c 1 SEC ↗
44 Russell Investments Group, Ltd. 10 n/a $566 0.0% n/c 1 SEC ↗
45 Parallax Volatility Advisers, L.P. 1 n/a $55 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

D. E. Shaw & Co. $1.11M 0.0%
AQR Capital Management $214,071 0.0%

Exited

Citadel Advisors $6.65M was 0.0%
Bridgewater Associates $6.18M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 236 holders, 8.86M shares, $507.23M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API